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Update trader home

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Important

Trader Home is currently available to a limited set of clients.

The cards in Trader Home display essential information about insertion orders important to you. You can add and remove cards to and from your Trader Home, depending on which insertion orders you'd like to see.

Add a card

Use the following steps to add a card:

  1. Create the insertion order you want to display in Trader Home. See Create an Insertion Order for more details.

    Tip

    To display all available card metrics, your insertion order should have a budget and flight dates/billing period(s).

  2. On Trader Home, click the Add IOs to Home button and type the name or ID of the insertion order you want to add. This will display a list of insertion orders that match your search.

  3. Click the Add button next to the insertion order(s) you want to add to Trader Home. A card will display for each added insertion order.

    Tip

    Cards can be dragged and dropped into a personalized order. The new order will save and display each time you use Trader Home.

Remove a card

You can remove cards from Trader Home. This is particularly useful when you no longer need to watch an insertion order, or when you want to get rid of unnecessary or accidentally added cards. There are two ways to remove a card from Trader Home.

Note

Removing a card from Trader Home does not delete it from the system. To delete an insertion order, see Update Insertion Orders.

Remove a card using card settings

  1. On Trader Home, click the settings button in the top right corner of the card to flip the card.
  2. Click Remove this IO.

Important

If you do not want to remove the card, click Done to flip the card back.

  1. On Trader Home, click the Add IOs to Home button and search for the insertion order by name or ID number.
  2. Click the Remove button next to the insertion order(s) you want to remove from Trader Home.